A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Walden Wealth Partners LLC holds 203,356 shares of DFAX stock, worth $5.33 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
203,356
Previous 202,465 0.44%
Holding current value
$5.33 Million
Previous $5.13 Billion 0.72%
% of portfolio
2.89%
Previous 2.98%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

BUY
$24.57 - $26.36 $21,891 - $23,486
891 Added 0.44%
203,356 $5.17 Billion
Q1 2024

Apr 10, 2024

SELL
$23.42 - $25.45 $55,856 - $60,698
-2,385 Reduced 1.16%
202,465 $5.13 Billion
Q4 2023

Mar 14, 2024

BUY
$21.44 - $24.42 $4.39 Million - $5 Million
204,850 New
204,850 $5 Billion

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Walden Wealth Partners LLC Portfolio

Follow Walden Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walden Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walden Wealth Partners LLC with notifications on news.